Welcome,to your online portal
Introduction Additional features of your portal include: view your orders, view current status, get tracking numbers, retrieve invoices, reorderWelcome to your online portal! and much more. There are many features your online portal offers. The online portal is available for you 24/7. It allows you to order your printed materials on your time.Table of Contents 7. Change Login ID...................................................... 26 8. Change Login Password..................................... 281. Accessing Your Portal: How to login..............3 9. Manage Users............................................................ 302. View Orders....................................................................4 10. My Profile.......................................................................323. Catalog.............................................................................. 8 11. My Lists.......................................................................... 344. Upload Files.................................................................185. Address Book............................................................. 206. Account Settings......................................................24
Accessing Your Portal: How to login Please navigate your web browser to http://portal.allegraprinceton.com 1 If you know your loginID, please enter your loginID 1 here. If you do not 2 remember your loginID please contact us. Note: In order to retrieve your loginID, our customer service representatives will need your account name, first and last name, and/or email address. 2 If you forgot your password, click on this link for password assistance.© 2015 Allegra Princeton Welcome to Your Online Portal Guide | 3
View Orders The View Orders screen gives you a list view of all your orders. Admin users will be able filter orders by All Orders, My Orders, View Orders allows you to view all your current and previous Order Status and User. projects, whether they are currently in progress or completed. To view your orders click on View Orders.A*Address Book, Account Settings and Manage Users will not be accessible if you do not have administrator privileges.
Click on Order 1 1 5 2 Number to view 3 2 4 order details 3 4 Welcome to Your Online Portal Guide | 5 Filter by All Orders 5 6Filter by Order Status Filter By User Sort by Column Heading Download PDF of order Invoice 6© 2015 Allegra Princeton
View Orders and PDF Proofs. You can also add order notes, enter payment Information, retrieve invoices, upload files and reorder. If you click on your Order number on the previous screen (order numbers start with the prefix “N”, N231000) you will go to a detailed order view. This detailed order view outlines a list of the items that were ordered, prices, shipping details, tracking information Add Order Notes 1 123 2 4 Add Payment Information 3 PDF Invoice 4Upload Files for Order
Shipping Information 5 5 Company Name Customer NameTracking Information 6 8Reorder this Item 7 6 PDF Proof 8 7List of items ordered 9 Welcome to Your Online Portal Guide | 7 9© 2015 Allegra Princeton
Catalog Catalog screen, please contact us. Clicking on the Catalog button will take you to your online catalog, where you can order Your online portal can be very useful if you have a catalog anytime, anywhere. (library) of items you want to access and order online. If you currently do not have any products setup under theB *Address Book, Account Settings and Manage Users will not be accessible if you do not have administrator privileges.
The products in your catalog can be set up to enable user outdated, you can click on the Update Profile button to enter thedata auto-fill. This means that when a user logs into the portal, missing data. Once you enter the data in the appropriate fields,their information will automatically default and appear in the you can click on Update Image and click Next to approve yourappropriate fields. In this instance, Steve Bohnert is logged in and product online.his information is in the “Name” field. If information is missing or Sort by Type 1 12 3 4 If you have entered 2 all the information Choose a User 3 correctly, click on Update Image to Update Profile will update previewallow user to updateor enter missing data 5 The PDF Proof button will allow you for their account to download and save a PDF file to A Red Asterisk Enter your your computer designates Information in the appropriate fields 6 Once you are required fields. satisfied with the 6 product preview, 45 click on Next to proceed with the© 2015 Allegra Princeton ordering process and approve online Welcome to Your Online Portal Guide | 9
Catalog After you approve your product online you will be able to enter a quantity and add the product to your shopping cart by clicking Review and approve your design on this screen. Once you are on Add to Cart. satisfied with the preview, enter your initials in the appropriate field and click Next to proceed with the order. 1 Enter your initials in this field to 3 approve product 2 Click Next to proceed with order 3 Click Edit to go back and make additional changes 1 2
You can now update the quantity for this product and Add to Cart. Enter quantity 1 23 4 To go back to the you want to order product template, 2 click on Customize or or use the 3 Review Designdrop down menu of available quantities 1 3 Click Update Price toview new order totalAdd product to your shopping cart 2 4© 2015 Allegra Princeton Welcome to Your Online Portal Guide | 11
Catalog and Remove Item. Once you have completed your order, you can Proceed to Checkout. Now that you have added your product to your shopping cart, there are several options still available for you. Options available 3 1 If you want to add for each line item are: +Add More Items/Continue Shopping, Remove 4 more items to your ALL Items, Save for Later, Change Options, View PDF Proof, Copy Item shopping cart, click on Add More Items/ 2 Continue Shopping 1 2 Remove All Items 3 Proceed to Checkout if you are done shopping 4 Options available for each line item are Save for Later, Change Options, View PDF Proof, Copy Item and Remove Item
After you click on Proceed to Checkout, you will be able to enter Option B allows the user to import a .csv data file to import intoor select your shipping information. To expedite the shipping their Address Book or choose from existing addresses from yourprocess you can select from Options A, B or C. Address Book.Option A is a quick shipping process, click on Ship to My Address Option C allows the user to manually enter the shippingor Ship to Company. These buttons allow users to quickly get information. Click Verify Address to validate the address with USPSto the next step in the shipping process. If needed, click on the database. Click Continue to select the shipping method.Edit button. Click on quick 1 shipping buttons, Ship to my address or 11 3 Ship to my company 1 C (If needed, click on 2 the Edit button tomake any necessary corrections) Choose a data file Aand click on Import 2 B Manually enter 3address information 3 and verify address 3 (if applicable, click on Residential box before clicking on Verify Address)© 2015 Allegra Princeton Welcome to Your Online Portal Guide | 13
Catalog 1 Select your Turnaround Time After you enter your shipping information, it is time to select your Turnaround Time and Shipping Method. Delivery time will 2 Choose a depend on the final shipping destination. Some options may not Shipping Method always be available. 3 Click Continue 1 when you are ready 2 to proceed 3
Add your purchase order number, unit number or billingreference. Click Continue to move to the order verification status. Add your Purchase 1Order Number, Unit 2 Number or billing reference. Click Continue© 2015 Allegra Princeton 1 2 Welcome to Your Online Portal Guide | 15
Catalog In this window you can review your order, change any necessary details and add order notes. When you are done reviewing your order, click on Place Your Order to complete the process. Verify your order 1 1 3 and make any 3necessary changes Enter any special 2instructions in the Order Notes boxClick Place Your Order 3 to complete the process 2
Congratulations! You have successfully submitted your order.An email confirmation will be sent to you.© 2015 Allegra Princeton Welcome to Your Online Portal Guide | 17
Upload Files please notify us so that we are aware files have been uploaded. After clicking the Upload Files button from your account page, you The Upload Files feature allows you to send us files immediately. will see the screen below. This feature is meant to work smoothly if you are working closely with a Sales Representative or CSR. If you are not,C *Address Book, Account Settings and Manage Users will not be accessible if you do not have administrator privileges.
This page allows you to send miscellaneous files without placing a utility such as 7-Zip (Windows), WinZip (Windows/Mac), StuffItan order. Click the Upload button and choose one or more files (Windows/Mac), or The Unarchiver (Mac).to send to us. The files will automatically start uploading as You may upload files up to 1024 MB. For larger files, pleasesoon as you are done selecting them. To ensure your files travel contact us for special FTP instructions.quickly and safely across the Internet, you may want to compressmultiple files before transfer with a file compression utility suchas those built into Windows and Mac OS, or you can download This page allows 1 you to sendmiscellaneous files without placing an order 1© 2015 Allegra Princeton Welcome to Your Online Portal Guide | 19
Address Book Manually enter addresses into Address Book by entering data into the corresponding fields. The Address Book is available for users with administrative privileges*. You can manually enter an address or use the import feature. Choose your preference of adding addresses from this screen, import data file or add new address.D *Address Book, Account Settings and Manage Users will not be accessible if you do not have administrator privileges.
2 31 4 Enter data into the Import data 1 5 4 corresponding fields with a .csv file 7 6 5 Use this check box Export data 2 if the address is a with this feature residential address Manually enter 3 address information 6 Verify Address to validate data© 2015 Allegra Princeton 7 Click Add to save Welcome to Your Online Portal Guide | 21
Address Book If you are replacing an existing data file, click on Replace All Address. Then click Save to finish. A data file is required, to import addresses. The file type required You can convert an excel file into a .csv file by selecting .csv from will be a .csv data file. If you have .csv file you can locate the file the drop down menu when you Save As. on your computer by clicking on the Upload button. If your file has the first row designated for headers, click on the check box First Row is Header. 1 1 Locate the file on 2 your computer 3 2 Check if your file has4 a header row 3 Check if this file will replace all existing data 4 Save
Account Settings From this screen enter the default “Bill To” and “Ship To” information for the account. Click Save Changes when complete. The Account Settings page is available for users with administrative privileges*. From the Account Settings page you will be able to set the default “Bill To” and “Ship To” information for the master account. All users will have this default information. E*Address Book, Account Settings and Manage Users will not be accessible if you do not have administrator privileges.
Enter data into the 1corresponding fields 2 Click Save Changes 1© 2015 Allegra Princeton 2 Welcome to Your Online Portal Guide | 25
Change Login ID To do this, you are required to know your current login ID and password. If you do not recall your current login ID, you will need If you would like to change your login ID, you can click to contact your Allegra Salesperson or CSR. on the Change Login ID button from the My Account page of your portal. Use this screen to change your login ID. F*Address Book, Account Settings and Manage Users will not be accessible if you do not have administrator privileges.
Follow the instructions below to change your login ID. Enter your current 1 LoginID andpassword and enter your new LoginIDClick on the Forgot 2your Password? linkif you do not have this information To save the new 3 1 2 3 data click onChange LoginID button Welcome to Your Online Portal Guide | 27© 2015 Allegra Princeton
Change Login PasswordIf you would like to change your login password, you can click Use this screen to change your login password. To do this, you areon the Change Login Password button from the My Account page of required to provide your current login password.your portal. G*Address Book, Account Settings and Manage Users will not be accessible if you do not have administrator privileges.
Follow the instructions below to change your password. Enter your current 1password and enter and confirm your new password To save the new 2data click on Change Password button 1 2© 2015 Allegra Princeton Welcome to Your Online Portal Guide | 29
Manage Users From this screen you can edit, delete, add new users, and manage groups. Use the Edit User button to view and edit user privileges. The Manage Users feature allows the administrator* to manage Use the +Add New User button to add a new user. Use the Delete groups, users, modify groups and users, as well as, delete and user button to delete a single user. add users. H*Address Book, Account Settings and Manage Users will not be accessible if you do not have administrator privileges.
You can use the Manage User Groups feature to group userstogether that have common default settings.Manage User Groups 1 1 Add a New User 2 4 2 3Delete user 3 Edit user 4 Welcome to Your Online Portal Guide | 31© 2015 Allegra Princeton
My Profile Use this screen to change your profile. All of this information is not required but, it will be useful to speed up the ordering process. If you would like to make changes to your profile, click on My Profile from the My Account page on your portal. I*Address Book, Account Settings and Manage Users will not be accessible if you do not have administrator privileges.
1Enter profile 1informationEnter comments that 2will be used regularly 2 such as PMS colors (not required) 3 4 Enter image 3names that will be Welcome to Your Online Portal Guide | 33 used regularly (not required) Click Save Changes 4button to save data© 2015 Allegra Princeton
My Lists My Lists allows you to send us a data file for projects such as direct mailing, email marketing, etc. Use this feature to send us data files such as .csv, .xlsx, .xls. J *Address Book, Account Settings and Manage Users will not be accessible if you do not have administrator privileges.
Click +Add New List to 1 1import new data file Welcome to Your Online Portal Guide | 35 Select the file 2type from the drop down menu Click Upload to 3choose file from your computer 2 3 Check the box to 4 4indicate the presence of a header rowClick Save to save 5 the data list 5© 2015 Allegra Princeton
Allegra Princeton P: 609.771.4000 | F: 609.228.5828 12 Stults Road | Suite 100 | Dayton, New Jersey [email protected] | www.allegraprinceton.com 04/29/15
Read the Text Version
Welcome,to your online portal